Charles Schwab Corp

Charles Schwab Corp (SCHW) Stock Analysis

$91.440

-0.201 (-0.22%)At close

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High
92.440
Open
91.190
VWAP
91.65
Volume
8.78M
Mkt Cap
—
Low
91.060
Amount
804.36M
EV/EBITDA, TTM
8.89

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.

AI analysis of Charles Schwab Corp (SCHW)

Hold

Charles Schwab Corp is currently a hold. The stock is trading at $91.96, which is significantly below its analyst price targets, with the highest being $141 from Morgan Stanley. However, the stock has a low RSI of 20.51, indicating it is oversold, but the recent 5-day change of -4.90% and a year-to-date decline of -9.46% suggest ongoing weakness. The company reported strong core net new assets growth of 38% year-over-year, which is a positive sign for long-term investors, but the overall market sentiment remains cautious due to inflation pressures and tech stock declines.

Analyst Ratings (19)

+27.56% upside
Buy
14 Buy
5 Hold
0 Sell
Current: 91.44
Low
91.00
Average
116.64
High
148.00

TD Cowen

2026-10-12

Price Target

$129

Buy

Evercore ISI

2026-10-12

Price Target

$107

In Line

Barclays

2026-10-07

Price Target

$118

Overweight

UBS

2026-10-07

Price Target

$113

Buy

BofA

2026-10-05

Price Target

$95

Underperform

Valuation Metrics

The current forward P/E ratio for Charles Schwab Corp (SCHW) is 12.89, compared to its 5-year average forward P/E of 18.67.

Forward P/E

Strongly Undervalued
5Y Average P/E
18.67
Current P/E
12.89
Overvalued
21.48
Undervalued
15.87

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
11.41
Current EV/EBITDA
8.89
Overvalued
13.92
Undervalued
8.91

Forward P/S

Undervalued
5Y Average P/S
6.31
Current P/S
4.95
Overvalued
7.17
Undervalued
5.45

Alphio AI Price Scenarios for SCHW

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%SCHW

$111.20

Scenario price

B

Base

Base · 50%SCHW

$102.32

Scenario price

B

Bear

Bear · 25%SCHW

$94.25

Scenario price

Whales holding SCHW

A

Allen Holding Inc.

+ HoldingSCHW

+13.33%

3M Return

B

Baron Capital Group, Inc.

+ HoldingSCHW

+13.04%

3M Return

R

Route One Investment Company, L.P.

+ HoldingSCHW

+10.26%

3M Return

D

Darsana Capital Partners LP

+ HoldingSCHW

+7.79%

3M Return

B

Barrow, Hanley, Mewhinney & Strauss, LLC

+ HoldingSCHW

+7.54%

3M Return

Y

Yacktman Asset Management LP

+ HoldingSCHW

+7.45%

3M Return

Events Timeline

2026-10-19 (ET)

08:30:00

Schwab Launches International Bond ETF SCIN

2026-10-15 (ET)

12:00:00

Company Says Blocking This to Protect Clients and Firm

10:00:00

Charles Schwab Guides to High-Single-Digit to Low-Double-Digit Revenue Growth by 2027

09:30:00

Tech Stocks Decline, Nasdaq and S&P 500 Suffer Major Drops

News

SCHW FAQ — answered by Alphio AI

The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust. It operates in the Financials sector (SECURITY BROKERS, DEALERS & FLOTATION COMPANIES industry).

Charles Schwab Corp is currently a hold. The stock is trading at $91.96, which is significantly below its analyst price targets, with the highest being $141 from Morgan Stanley. However, the stock has a low RSI of 20.51, indicating it is oversold, but the recent 5-day change of -4.90% and a year-to-date decline of -9.46% suggest ongoing weakness. The company reported strong core net new assets growth of 38% year-over-year, which is a positive sign for long-term investors, but the overall market sentiment remains cautious due to inflation pressures and tech stock declines.

19 analysts cover SCHW: 14 rate it Buy, 5 Hold and 0 Sell. The average price target is 116.64.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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